See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,129 | $105,630-27.9% | $87,507-13.0% | $273,961-72.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 5.58% | 12.25%-6.7pp | 12.21%-6.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,549 | $3,141-50.7% | $2,550-39.3% | $4,869-68.2% |
| Participant deferral / active EE | $4,304 | $3,601+19.5% | $3,149+36.7% | $5,287-18.6% |
| Admin fee / account holder | $14,595 | $4,781+205.3% | $4,221+245.8% | $10,132+44.1% |